Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 2,015 institutions that hold shares in the stock, with a total of 427 Million shares, which have been reported (via 13F filing form) to have a value of $37.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
14,932
shares
|
$1.32 Million
0.19% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
14,924
shares
|
$1.32 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Feb 03, 2025 Q4 2024 |
14,922
shares
|
$1.32 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Columbia River Financial Group, LLC
Vancouver, WA |
Feb 19, 2025 Q4 2024 |
14,922
shares
|
$1.32 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
14,871
shares
|
$1.31 Million
1.57% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
14,850
shares
|
$1.31 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
14,739
shares
|
$1.3 Million
0.45% of portfolio
|
Q1 2023
Reduced 32.24%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
14,699
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.9%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
14,678
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
14,574
shares
|
$1.29 Million
0.77% of portfolio
|
Q1 2025
Added 55.24%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
14,485
shares
|
$1.28 Million
0.58% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
14,475
shares
|
$1.28 Million
0.25% of portfolio
|
Q2 2022
Reduced 9.67%
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
14,462
shares
|
$1.28 Million
0.19% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
14,421
shares
|
$1.27 Million
0.11% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
14,400
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Progressive Investment Management Corp
|
Feb 12, 2025 Q4 2024 |
14,400
shares
|
$1.27 Million
0.38% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
14,371
shares
|
$1.27 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
14,341
shares
|
$1.27 Million
0.14% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
14,209
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
14,147
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2022
Added 2.17%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
14,139
shares
|
$1.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 18.09%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
14,130
shares
|
$1.25 Million
0.52% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
14,102
shares
|
$1.24 Million
0.1% of portfolio
|
Q4 2023
Added 59.43%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
14,045
shares
|
$1.24 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
13,998
shares
|
$1.24 Million
0.19% of portfolio
|
Q3 2023
Reduced 27.18%
|